Agency Settings

Agency Branding

Customise how your agency appears within PipeIQ

Brand Name
Set this to white-label — your name replaces PipeIQ everywhere your clients look. Leave blank to keep PipeIQ branding.
Brand Colour
Primary colour for client portal
Agency Email
Replies go to this address
✅ Step 1 done — save branding above, then add your first client.
Step 2: Add Client →

Your Plan

Agency Partner Plan
£199/month · No cap on clients · from 10p per SMS
✓ Active
Billing
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Dedicated SMS Number

The UK mobile number your campaigns send from

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Your outbound number — replies come back to your PipeIQ inbox

Follow-up Nurture

3-week and 6-week auto follow-ups sent to unconverted contacts

Pause nurture messages
Messages queue up and send when you re-enable — nothing is lost

Opt-out List

Import phone numbers that have previously opted out of your SMS campaigns

These numbers will never receive messages from your account — even if they appear in an uploaded contact list. Import anyone who opted out before you joined PipeIQ to stay PECR compliant.

Lead Capture Page

Your personal landing page — share this link anywhere to capture enquiries automatically

Your capture page URL
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First-touch SMS template
Sent automatically when someone submits your capture page. Use {first_name} and {business}.

Share this URL on your website, WhatsApp, social media, or QR code. Every submission gets an automatic SMS reply within 60 seconds.

Post-Job Automation

Automatically sent after you mark a job done — review request, referral, and win-back

Google Review link
Included in your review request SMS (24h after job done). Get it from Google Business Profile → "Ask for reviews".
Trade type
Used in referral SMS: "Know anyone who needs a [trade type]?" e.g. "plumber", "electrician", "cleaner"

Seasonal Campaign Templates

One-click campaign templates — pre-written, TPS screened, ready to send

Click any template to start a campaign with it pre-loaded. You can edit the copy before sending.

❄️ Winter Boiler Check
"Hi {first_name}, winter's coming — is your boiler ready? {business} can book a service this month. Reply YES to secure your slot. Reply STOP to opt out."
☀️ Summer Air Con
"Hi {first_name}, summer's here — get your air conditioning checked before the heatwave. {business} has slots this week. Reply YES to book. Reply STOP to opt out."
🔧 Annual Service Reminder
"Hi {first_name}, it's time for your annual service with {business}. Don't leave it too late — book now and we'll fit you in this month. Reply YES. Reply STOP to opt out."
🎉 New Year Clear-Out
"Hi {first_name}, new year, fresh start — {business} can help you get sorted. We have availability in January. Reply YES to book a slot. Reply STOP to opt out."

Account

Support
Direct line to your account manager
support@pipeiq.co.uk